WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 493 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,003,239 | -8.0% | 31,552 | -3.4% | 0.13% | -14.3% |
| Q2 2023 | $2,176,800 | -3.4% | 32,655 | -9.7% | 0.15% | -11.0% |
| Q1 2023 | $2,253,496 | -24.8% | 36,148 | -27.2% | 0.17% | -30.8% |
| Q4 2022 | $2,996,976 | -18.0% | 49,651 | -26.7% | 0.25% | -34.9% |
| Q3 2022 | $3,654,000 | -0.7% | 67,771 | +5.5% | 0.38% | +15.0% |
| Q2 2022 | $3,681,000 | +789.1% | 64,222 | +826.6% | 0.33% | +802.7% |
| Q2 2021 | $414,000 | – | 6,931 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 7,248,815 | $460,227,274 | 35.24% |
| Choice Wealth Advisors, LLC | 336,710 | $21,377,704 | 15.10% |
| Team Financial Group, LLC | 255,381 | $16,214,120 | 13.39% |
| Spinnaker Investment Group, LLC | 582,453 | $36,979,933 | 12.43% |
| Prestige Wealth Management Group LLC | 759,025 | $48,190,478 | 11.88% |
| Lauer Wealth, LLC | 163,976 | $10,601,035 | 11.44% |
| PALO ALTO WEALTH ADVISORS, LLC | 210,562 | $13,368,581 | 11.16% |
| Private Wealth Strategies, L.L.C. | 696,124 | $44,196,888 | 11.03% |
| Aspire Capital Advisors LLC | 373,037 | $23,684,088 | 10.78% |
| AVAII WEALTH MANAGEMENT, LLC | 205,371 | $13,039,018 | 9.87% |